Rachel —
This month's batch is out the door:
- Clients delivered: 34 of 34 (on time)
- Flagged for advisory: 6 (review)
- Partner hours used: 0
Six accounts have questions worth a partner conversation. Want the list?
Grant Counts · Chen & Associates · Today at 6:55am · 34 of 34 delivered
Your brand out front
Every deliverable goes out on Chen & Associates letterhead, from your portal.
Their team behind it
An embedded squad handling reconciliations at volume, invisible to your clients.
Your hours back
Twenty-two partner hours a week redirected to the advisory work that pays best.
- Grant Counts · Embedded Chief BooXkeeping Officer — Operates as a partner of the firm: in my signature line, in my client-facing standups. My clients don't know otherwise.
- Bella Cash · Bookkeeping Specialist — Handles reconciliations at volume so my staff accountants can finally focus on advisory work.
- Cara Trust · Client Success Manager — Onboards every new Chen & Associates client inside 10 business days. I committed to seven and they beat it.
I've recommended BooXkeeping's white-label program to three peer firms in my CPA mastermind. Two signed. The third is stalling, and losing clients to the two who signed.
I'm exploring a second office in Seattle. The finance model now works at any size.
Downstream effect
- Client roster doubled within twelve months.
- 2 peer firms signed through referral; 1 stalling and losing clients to them.
- Seattle office under evaluation. Scaling model proven.
- 22 partner hours/week redirected to advisory, the highest-margin work we do.
My clients think I have a team of twenty.I have BooXkeeping.
How Rachel Chen, CPA, founding partner of Chen & Associates in Portland, doubled her client roster without adding a single bookkeeper to payroll.
My clients don't want another vendor. They want me.
I'm Rachel. I run a four-partner CPA firm in Portland. We do tax, advisory, and outsourced CFO work for small and mid-market clients: $2M to $40M in revenue.
The firm is the relationship. That's the whole business model.
Every advisory engagement wanted clean monthly books. I couldn't deliver them.
The demand for monthly bookkeeping inside my existing book of business was choking us. My staff accountants were drowning. My hiring pipeline was empty. Every decent bookkeeper in Portland was already taken.
I was turning away six-figure relationships because I couldn't staff the reconciliation work underneath them.
I could hire ten bookkeepers, or stop growing. Neither option was possible.
BooXkeeping's white label was the third option I didn't know existed.
My clients see my branding, my emails, my team. Behind the scenes, BooXkeeping closes the books.
I kept the relationship. I kept the pricing. I kept the advisory upsell. They took the reconciliation work.
10-day onboarding. A single Zoom, a QuickBooks connection, and an hour gathering documents.
My team, under my brand. Invisible scale.
To my clients, Grant is my staff. He's in our email signature, our portal, our Monday standup. He just happens to sit inside BooXkeeping.
The numbers. Specific ones.
"More time" is not a metric. These are.
Three peer firms. Two signed. One is losing clients.
I've recommended BooXkeeping's white-label program to three peer firms in my CPA mastermind. Two signed. The third is stalling, and losing clients to the two who signed.
I'm exploring a second office in Seattle. The finance model now works at any size.
Downstream effect
- Client roster doubled within twelve months.
- 2 peer firms signed through referral; 1 stalling and losing clients to them.
- Seattle office under evaluation. Scaling model proven.
- 22 partner hours/week redirected to advisory, the highest-margin work we do.
I kept the relationship. They kept the workload. That's the whole deal.